SummitTX Capital’s AppFolio APPF Stock Holding History

SummitTX Capital’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,275	Closed	-$351K	–	695
2025 Q3	$351K	Buy	+1,275	New	+$344K	0.01%	597

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummitTX Capital's APPF Position: Q4 2025 in Review

SummitTX Capital sold out of AppFolio (APPF) in Q4 2025, closing a stake of 1,275 shares — an estimated $351K sold.

SummitTX Capital first reported a position in APPF in Q3 2025 and held it in 1 quarter. The position peaked at $351K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

SummitTX Capital reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 1,275 AppFolio shares in Q4 2025, an estimated $351K.
SummitTX Capital first reported a position in AppFolio in Q3 2025 and held it in 1 quarter.
SummitTX Capital's AppFolio position peaked at $351K in Q3 2025.
403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.